Money Purchase · DOL Form 5500 · 2024

Synergy Holding Corp. Money Purchase Plan

Data updated 2026-08-25

$736K
Total assets Small plan by assets
3
Participants Small participant base
21st
Percentile by assets National rank
$245,256
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Synergy Holding Corp. Retirement Plan · Sponsored by Synergy Holding Corp. · Puerto Rico · Professional & Technical Services

$736K in assets, 3 participants

Synergy Holding Corp.'s Synergy Holding Corp. Retirement Plan reported $736K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 21st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,198 in Professional & Technical Services (20,173 peers)

Synergy Holding Corp. multi-year trail

Synergy Holding Corp.'s plans moved +14.5% in assets from 2022 to 2024; this filing shows Synergy Holding Corp. Retirement Plan at $736K / 3 participants.

#3,198
in Professional & Technical Services (20,173 peers)
+5.1%
assets growth YoY

Synergy Holding Corp. Retirement Plan among the smaller filed plans by assets

Synergy Holding Corp. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$735,767 21st percentile higher than 21% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Synergy Holding Corp. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Synergy Holding Corp. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Synergy Holding Corp. Retirement Plan reported net income fell from $57K in the plan year 2023 filing to $36K in the plan year 2024 filing.
  • Synergy Holding Corp. Retirement Plan end-of-year assets rose from $700K in the plan year 2023 filing to $736K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 660682521 · Synergy Holding Corp. PY 2024 · Money Purchase

Synergy Holding Corp. Retirement Plan · $736K · 3 · 21st

  • PART $736K
  • PART 3
  • PART 21st
  • PART Money Purchase
  • PART near Steinhardt Management Company, Inc. Money Purchase Plan
  • PART ind #3198

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Synergy Holding Corp. Retirement Plan in the asset neighbourhood

Synergy Holding Corp. Retirement PlanSynergy Holding Corp. Retire…$736KSteinhardt Management Company, Inc. Money Purchase PlanSteinhardt Management Compan…$736KThe Pieper Bar Review Money Purchase Pension PlanThe Pieper Bar Review Money …$738KKevin Knopf Money Purchase Plan & TrustKevin Knopf Money Purchase P…$738KRmk Farms Inc. Employee Money Purchase Pension PlanRmk Farms Inc. Employee Mone…$740K
End-of-year total assets ($M) among Synergy Holding Corp. Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Synergy Holding Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Synergy Holding Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$736K 14.51733401401414% vs 2022
2024 filing year
$0.6M$0.65M$0.7M$0.75M 202220232024 $0.64M $0.74M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 3 $642K
2023 1 3 $700K
2024 1 3 $736K

Synergy Holding Corp. filing trail (2024)

Total Assets (Beginning of Year)$700K
Net Assets (End of Year)$736K
Net Income$36K
Employer EIN660682521
Plan Effective Date2010-09-24
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Synergy Holding Corp. Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Synergy Holding Corp. Retirement Plan, Total assets ($M): 0.735767 · Participants: 3Synergy Holding Corp. Retirement PlanColegio Marista Money Purchase Thrift Plan, Total assets ($M): 7.091851 · Participants: 180Colegio Marista Money Purchase Thrift PlanJimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.421253 · Participants: 26Jimenez, Graffam & Lausell Pension PlanDuenas Trailers Rental Inc. Retirement Plan, Total assets ($M): 5.314325 · Participants: 78Duenas Trailers Rental Inc. Retirement PlanPrograma Head Start Iglesia Bautista De Quintana Retirement Plan Trust, Total assets ($M): 4.820148 · Participants: 349Programa Head Start Iglesia Bautista De Quintana Retirement Plan TrustGustavo Antonio Hernandez Maldonado Retirement Plan, Total assets ($M): 3.591599 · Participants: 6Gustavo Antonio Hernandez Maldonado Retirement Plan
Synergy Holding Corp. Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Synergy Holding Corp. Retirement Plan side-by-side with 3 peers →

Synergy Holding Corp. Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Steinhardt Management Company, Inc. Money Purchase Plan in NY ($736K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Synergy Holding Corp. Retirement Plan assets move in 2024? ▼
Synergy Holding Corp. Retirement Plan grew at a solid clip - up 5.1% during 2024, from $700K to $736K. Reported net income was $36K.
How have Synergy Holding Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergy Holding Corp.'s sponsor-wide assets grew 14.5%, from $642K to $736K.
Where does Synergy Holding Corp. Retirement Plan rank by assets among Form 5500 filers? ▼
Synergy Holding Corp. Retirement Plan ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Synergy Holding Corp. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Steinhardt Management Company, Inc. Money Purchase Plan in NY ($736K, 7 participants).
Which Money Purchase plans cover a similar participant headcount to Synergy Holding Corp. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660682521.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.